Participants may choose to place their funds in a managed portfolio or self direct their investments into any of the following funds.
|
Fund Name |
Signature |
Capital Preservation |
Conservative |
Moderately Conservative |
Growth |
|
Individual Mutual Fund |
|---|---|---|---|---|---|---|---|---|
BJBGX |
Artio Tot Ret Bd A |
12% |
35% |
35% |
25% |
12% |
- |
o |
DFALX |
DFA Large Cap Intl I |
4% |
- |
5% |
10% |
10% |
15% |
o |
DFEVX |
DFA Emerging Mkts Value I |
4% |
- |
5% |
5% |
5% |
13% |
o |
DFLCX |
DFA US Large Co I |
20% |
- |
7% |
10% |
19% |
10% |
o |
DFLVX |
DFA US Large Value I |
10% |
- |
8% |
10% |
10% |
15% |
o |
DFSCX |
DFA US Micro Cap I |
- |
- |
- |
- |
0% |
15% |
o |
DFSTX |
DFA US Small Cap I |
8% |
- |
- |
5% |
12% |
10% |
o |
DFSVX |
DFA US Small Value I |
4% |
- |
- |
5% |
12% |
10% |
o |
DISVX |
DFA Intl Smal Cap Val I |
8% |
- |
5% |
5% |
10% |
12% |
o |
HABDX |
Harbor Bond Instl |
15% |
15% |
- |
- |
- |
- |
o |
VTSMX |
Vanguard Tot Stk |
- |
15% |
- |
- |
- |
- |
o |
WELLS4 |
Wells Fargo Stable Return Fund |
15% |
35% |
35% |
25% |
10% |
- |
o |
|
Calendar Year |
Maximums for Under Age 50 |
Maximums for Age 50 and Over |
||||
403(b) |
457(b) |
Total |
403(b) |
457(b) |
Total |
|
2009 |
$16,500 |
$16,500 |
$33,000 |
$22,000 |
$22,000 |
$44,000 |